| 1 | | President, Wealth Advisor | san francisco |  US | | | +15107557579 | Rc Wealth Management, Llc | +15107557579|+15102921017|+15105974260|+17134845191|+15105170050|+13106737696 | Oakland, California, United States | Financial Services | Oakland, California, United States | N/A |
| 2 | | Wealth Advisor, Founder and Chief Executive Officer, Fiduciary | mishicot | US | | | +19202034123 | Mueller Wealth | +19202034123|+14146871227|+19202771771|+19208363947|+18106871227|+19206871227 | Oshkosh, Wisconsin, United States | Investment Management | Oshkosh, Wisconsin, United States | N/A |
| 3 | | Senior Vice-President, Wealth Advisor, Portfolio Manager | wilmington | US | | | +16463736394 | Ubs | +16463736394|+13022277995 | Zurich, Zurich, Switzerland | Financial Services | N/A | +41 918017111 |
| 4 | | Partner and Wealth Advisor | santa barbara | US | | | +18058860032 | Ameriflex® Financial Services | +18058860032 | Santa Barbara, California, United States | Financial Services | Santa Barbara, California, United States | N/A |
| 5 | | Senior Vice President - Wealth Advisor | new york | US | | | +19146292864 | Morgan Stanley | +19146292864|+19142254857|+15086801218|+19147639583|+19142432303|+19146938911|+19147473797 | New York, New York, United States | Financial Services | New York, New York, United States | +1 8884540555 |
| 6 | | Private Wealth Advisor | katy | US | | | +12816208183 | Goldman Sachs | +12816208183|+12815792885|+12819898653 | New York, New York, United States | Banking | New York, New York, United States | +1 9497903737 |
| 7 | | Private Wealth Advisor - Msfp, Cfp, Cdfa, Apma, Awma | el dorado hills | US | | | +19164020657 | Ameriprise Financial Services, Inc. | +19164020657|+19163510000 | De Pere, Wisconsin, United States | Financial Services | De Pere, Wisconsin, United States | +1 4128546103 |
| 8 | | Senior Vice President-Wealth Management, Wealth Advisor | san francisco | US | | | N/A | Ubs | +16502897083|+16502555286 | Zurich, Zurich, Switzerland | Financial Services | N/A | +41 918017111 |
| 9 | | Managing Director, Wealth Advisor, Market President | los angeles | US | | | N/A | Suntrust Bank | +13108061332 | Atlanta, Georgia, United States | Financial Services | Atlanta, Georgia, United States | +1 3212674411 |
| 10 | | Wealth Advisor | windom | US | | | N/A | Bank Midwest, One Place | +17128643250|+15078473010|+17123361224|+15078311322|+15078312004|+15079909324 | Spirit Lake, Iowa, United States | Financial Services | Spirit Lake, Iowa, United States | N/A |
| 11 | | Wealth Advisor, Director | keller | US | | | N/A | Bakeravenue Asset Management | +19376771917 | San Francisco, California, United States | Financial Services | San Francisco, California, United States | N/A |
| 12 | | Vice President and Senior Wealth Advisor | minneapolis | US | | | N/A | Associated Bank | +16122109821|+19204333200 | Green Bay, Wisconsin, United States | Banking | Green Bay, Wisconsin, United States | +1 7152326300 |
| 13 | | Vice President, Private Wealth Advisor | boston | US | | | N/A | Morgan Stanley | +19142538401 | New York, New York, United States | Financial Services | New York, New York, United States | +1 8884540555 |
| 14 | | Senior Associate and Wealth Advisor | boston | US | | | N/A | Altschuler Financial Services | +17816742297 | Lexington, Massachusetts, United States | Investment Management | Lexington, Massachusetts, United States | N/A |
| 15 | | Vice President, Private Wealth Advisor | phoenix | US | | | N/A | Morgan Stanley | +19142538401 | New York, New York, United States | Financial Services | New York, New York, United States | +1 8884540555 |
| 16 | | Senior Vice President, Wealth Advisor and Senior Portfolio Manager | atlanta | US | | | N/A | Morgan Stanley | +14044593891 | New York, New York, United States | Investment Management | New York, New York, United States | +1 8884540555 |
| 17 | | Wealth Advisor Associate | new york | US | | | N/A | Morgan Stanley | +19142538401|+19736753023|+19736757683|+19737137377 | New York, New York, United States | Financial Services | New York, New York, United States | +1 8884540555 |
| 18 | | Managing Director-Wealth Management, Private Wealth Advisor at Ubs Financial Services Inc | shrewsbury | US | | | N/A | Ubs | +17322197242|+17326711162|+17323227283|+17326733829 | Zurich, Zurich, Switzerland | Financial Services | N/A | +41 918017111 |
| 19 | | Wealth Advisor and Investment Manager | reno | US | | | N/A | American Wealth Management | +17753327000 | United States | Investment Management | N/A | N/A |
| 20 | | Private Wealth Advisor and Franchise Owner | roanoke | US | | | N/A | Ameriprise Financial Services, Inc. | +15409810657 | De Pere, Wisconsin, United States | Financial Services | De Pere, Wisconsin, United States | +1 4128546103 |